Personal & Family Financial Planning

Constructing a good foundation, protecting what you have, and building for the future.

Business Planning

Attract, retain, and reward key employees, and protect your business with a sound continuation strategy.

Investment Strategy & Cash Flow

Establish a plan that will help to provide you with a secure financial future.

Retirement Income Planning

Plan to retire under your terms with cash flow to help sustain the lifestyle you have dreamed of.

Your Client Centered Financial Team

Prepare. Live Well. Live Now.

Client Centered Financial is a team committed to providing personalized financial services based on your unique needs and values. We work with individuals, families, and small businesses, building long-term relationships to provide an enduring legacy for the people you love and care about.

We are committed to helping you clarify and address your unique concerns and objectives. We work with you to develop, implement, monitor, and adjust your strategy as new opportunities and challenges arise.

We are committed to providing you with on-going support and we schedule regular reviews to ensure we are addressing your evolving needs.

News Release 05/01/2020

Staying Safe and Connected via Phone, Email and Video Technology

As we navigate these uncertain times, our team at Client Centered Financial want our clients to know we are here for them. We are confident that we share a common goal of safety, health and well-being for all.

We are open for business wherever we work. For everyone’s well-being and safety, all meetings and appointments are being conducted by phone or video conferencing.

If you are unsure about video conferencing let us know. We’re happy to walk you through it. This is new for all of us, and it’s much more fun to learn together.

If you call our office at 802-651-6928, please leave a message. We are checking our voicemail frequently and will return your call. To reach one of us directly email or call us.

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The content is developed from sources believed to be providing accurate information.
The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals
for specific information regarding your individual situation. Some of this material was developed and produced by
FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named
representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a solicitation for the purchase or
sale of any security.

National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York.

*Tax advice and services are offered independently of Equity Services, Inc. and National Life.